Building Your Inventory SKUs

Inventory items are the products you sell to your Associates. Each item has a set of configurations. This guide demystifies the item creation process, taking you through the required and optional tasks.

Before You Start

Add Categories

Admin: Corporate Admin
Page: Inventory > Categories
URL: [CLIENTID].corpadmin.directscale.com/Corporate/Inventory/Categories
Permission: ViewCategories()

Categories are a great tool to keep your eCommerce experience user-friendly. Their purpose is to organize inventory items in the various stores.

  • The Corporate Shop displays categories as a sidebar menu.
  • In the Web Office Store, you’ll see them as tabs along the top of the page.
  • In the eCommerce Shop, categories live in the sidebar menu and the Products dropdown menu.

To add a new category:

  1. Click the + New Category button.

    + New Category button

    You navigate to the New Inventory Category page.

    New Inventory Category page
  2. On the page, complete the fields:

    • Language - Select from a list of added languages. You can enter localized content in the Name and Description for each language.
    • Name (Required) - Give the category a name.
    • Description - Enter a brief description of the category’s contents. This text does not appear anywhere in the shops; it is only for context for admin users.
    • Parent Category - Select from a list of previously added categories if you want it to be a sub-category.
    • Stores - Select one or multiple Stores where the category will be visible.
    • Sort Order - Enter a number that determines the category’s sorting. Categories sort from smallest to largest, with zero being the smallest number. Zero is set by default on all new categories.
  3. Click Save Changes. Repeat steps for each Language.

Your category adds to the Categories List. Sub-categories appear under their Parent Category.

  1. Click the arrow to expand the view.

    Sub-category

Categories aren’t visible until they contain an inventory item. Empty categories, however, display in the Corporate Shop.

Add Inventory Items

Add an Inventory Item

Admin: Corporate Admin
Page: Inventory > Inventory Items
URL: [CLIENTID].corpadmin.directscale.com/Corporate/Inventory/ItemList
Permission: ViewInventory()

  1. Click the New Item button.

    New Item button

    You navigate to the New Item page.

    Item Detail page
  2. The New Item page is where you enter the specifications for your inventory item (referred to in other articles as the Item Detail page).

    For each inventory item:

  3. Click Save Changes.

    The item adds to the Inventory Items page.

Enter the Item’s Name and Details

Admin: Corporate Admin
Page: Inventory > Inventory Items > Item Detail > General
URL: [CLIENTID].corpadmin.directscale.com/Corporate/Inventory/ItemDetail?iid=[ITEM_ID]
Permission: ViewInventory()

Under the General tab:

General tab elements (Click to enlarge)
  1. Select the Language.

    Defaults to English.

    If you have multiple languages set up, you can enter the translations for each one. Read more in Localizing Inventory Items

  2. Enter the Product Name.

  3. Enter Description details in the TinyMCE Text Editor.

  4. Enter any Specifications.

    • In the Web Office, Description and Specifications show up as one block of text.
    • In the eCommerce Shop, they show up in two different sections.
    • In the Corporate Shop, the description displays under the Description tab, and the specifications under the Benefits tab.
  5. Click Save Changes.

Enter Item Data (SKU, Category, Shipping Info, Etc.)

Admin: Corporate Admin
Page: Inventory > Inventory Items > Item Detail > Data
URL: [CLIENTID].corpadmin.directscale.com/Corporate/Inventory/ItemDetail?iid=[ITEM_ID]
Permission: ViewInventory()

The Data tab features a variety of fields. The data entered depends on your product’s specifications.

The required fields are:

Required Fields
  • SKU - Enter the Stock Keeping Unit for an item. This is the item’s unique identifier. The system sends this to the logistic and tax providers when doing calculations. The SKU and Item ID appear at the top of the page for reference.

    SKU and Item ID
  • Category - Select the inventory item’s category. Categories display:

    • In the Corporate Shop and eCommerce Shop sidebars
    • As tabs in the Web Office

    Categories are created in the Inventory > Categories page. Read more in Adding Categories

The rest of the settings depend on your needs. You can read details about each setting in Configuring Inventory Item Data.

Add Prices and Discounts

Admin: Corporate Admin
Page: Inventory > Inventory Items > Item Detail > Price and Discounts
URL: [CLIENTID].corpadmin.directscale.com/Corporate/Inventory/ItemDetail?iid=[ITEM_ID]
Permission: ViewInventory()

The Price and Discounts tab is where you set a price for your item. You can define the amount and for which Stores and Associate Types they appear.

To set the inventory item’s price:

  1. Click the Add Price Adjustment button.

    Add Price Adjustment button

    The Price and Discounts pop-up opens.

    Price and Discounts pop-up
  2. Complete the applicable fields (see the following sections).

  3. Click Set Price.

Note: If you have multiple prices set for an item, the item uses whichever price is at the bottom of the list.

Read more: Adding Prices and Discounts.

Adding Discounts

You can add a Discount that overrides any Price options you have set up for applicable:

  • Stores
  • Price Groups
  • Order Types
  • Regions

Reminder: You must set a Price before adding any Discounts.

To add a Discount:

  1. Click the Add Price Adjustment button.

    Add Price Adjustment button

    The Price and Discounts pop-up opens.

    Price and Discounts pop-up
  2. Click Display As and select Discount.

  3. Enter the discounted sales Price for the item.

  4. Select an available Currency type (USD by default).

  5. You can complete the rest of the configuration in the same manner detailed in the previous Setting a Price section.

  6. Click Set Price to add the Discount.

Correctly configured Discounts display in the shops with a strike through the full price followed by the discounted price.

Discount example

(Optional) Add Item Options (Sizes, Flavors, Etc.)

Admin: Corporate Admin
Page: Inventory > Inventory Items > Item Detail > Options
URL: [CLIENTID].corpadmin.directscale.com/Corporate/Inventory/ItemDetail?iid=[ITEM_ID]
Permission: ViewInventory()

You can add Options (such as sizes, flavors, etc.) to your inventory item with their own images. These Options have SKU Extension, allowing you to track each Option’s stock separately.

  1. Click the Add Option button.

    Add Option button

    The Add Option pop-up window opens.

    Add Option pop-up window
  2. In the pop-up, enter a Name.

    This name displays in the shopping cart.

  3. Enter the Option name (For example, Sm/Med/Lrg) and SKU Extension.

    This Extension affixes to the item’s SKU defined under the Data tab (for example, EXAMPLESKU-SKUEXT). SKU Extensions have a 10 character limit.

  4. Click Add Row to add additional rows of the Option and SKU Extension fields.

  5. Click Save to close the pop-up and add the option.

    An Option record adds with options to Edit and Delete.

  6. Click Save Changes.

For more information, read Adding Item Options.

(Optional) Add Additional Images

Admin: Corporate Admin
Page: Inventory > Inventory Items > Item Detail > Images
URL: [CLIENTID].corpadmin.directscale.com/Corporate/Inventory/ItemDetail?iid=[ITEM_ID]
Permission: ViewInventory()

Add more images to your product that show up in the product detail pages in the stores with the Images tab:

  1. Click the Add Image button.

    Add Image button

    The Select Image pop-up window opens.

    Select Image pop-up window
  2. Select an image from the previously uploaded images.

  3. Or Upload a new image from your computer.

    Computer dialog box

    Once uploaded, select the image.

  4. Click Select Image to add the selected image to the item.

    Select the image

Note: The inventory images are uploaded under the base URL [CLIENTID].directscale.com/CMS/inventory/.

Additional Settings

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